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News & Events

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Samaha and Associates Engages Matthew Davidson As Senior Consultant for Business Strategies
– Part of company’s national growth strategy to assist financial institutions to more effectively enhance their service and boost profitability –
MIAMI, March 7, 2019 – Samaha and Associates, a Miami-based provider of consulting and project management services to credit unions, banks and others within the financial industry, announces it has engaged Matthew Davidson as senior consultant for business strategies.
In this role, Davidson works with credit unions and banks

4 Technology Resolutions For 2019
Industry suppliers dish on how to win the hearts and wallets of credit union members in the year ahead
By Marc Rapport
Credit unions looking ahead to 2019 have the opportunity to deploy new member-facing technology that effectively targets individual members while providing personalized service. To do that, they must rely on suppliers of those tech tools to deliver the tactical ability to fulfill the credit union’s strategic goals.
Data analytics and fast-developing delivery channels are

2018 marks Samaha & Associates’ 20th anniversary! And over the last 20 years, we have consistently delivered the best-in-class Technology and Payment Systems consulting services to the Credit Union industry. Our trusted clients select the Samaha Team above all others because of our proven track record of improving operational efficiencies and exceeding project expectations. Our new clients are realizing what our old clients already knew: Samaha & Associates delivers the highest caliber consulting services in the Credit Union industry bar

California’s new privacy law a boon for protecting member data
by Mark Monsees
Credit unions need to gear up to meet the requirements of a new bill passed unanimously by California lawmakers that gives residents more control over their data.
The legislation, called the California Consumer Privacy Act of 2018, goes into effect on Jan. 1, 2020, and will afford residents the right to compensation if a business misuses their data. This law is long overdue given the growing number of data breaches,

Senior Consultants’ Juan Luna and Tom Black represented Samaha & Associates at the 2018 CUNA Technology Council and Operations & Member Experience Council Conference, which took place at the Hilton-Union Square in San Francisco, Calif. in mid-September. Attendees who visited Samaha & Associates’ booth were not only provided insights on best-in-class consulting methodologies, but were also invited to leave their business card in a box for a chance to win an Apple TV.
At the close of the three-day conference, and

Data Can Help Credit Unions Discover the Unknown, Unlocking Huge Potential Benefits
By Richard H. Gamble
Credit unions are approaching a quantum leap in business intelligence. In theory, the potential from leveraging massive data and powerful analysis engines is astronomical. In practice, the recorded results are mostly mundane but distinctly promising. When you use data to determine your goals and how to reach them effectively, that’s application. When you use it to discover that you need to rethink your strategy, that’s insight.

Assembling the Cast
By Richard H. Gamble
It’s showtime. In the long, complicated, otherwise drama-free process of choosing and implementing a new core system, there is one event, a moment when the curtain rises and the systems and their presenters appear before a live audience to perform. It would be a huge mistake to let the applause meter pick the winner, experts agree, but with shrewd direction, these performances can be useful preparation for a good decision. Without shrewd direction, they

Samaha & Associates, Inc. is excited to expand its team and welcomes Tom Black as our Senior Consultant, Business Development & Strategic Partnerships! Tom brings over 25 years of financial institution technology experience. His unique background has given him special insight and expertise into Core Enterprise, Digital Channels, Enterprise Content Management, Payment, Financial Application Suites, and BI/CRM solutions.
Tom enjoys helping Credit Unions make their points of difference more obvious and strengthen their position as their members’ trusted financial intermediary. He

“Our relationship with Samaha & Associates began back in 2016 and they continue to contribute to the optimization of our technology platforms since then. Our first project was the enhancement of our credit/debit card payments platform. They demonstrated deep expertise in all facets of the project including search, selection, negotiation and implementation. The dollar savings realized was truly significant, not to mention all the efficiencies gained! Based on that accomplishment our relationship deepened when we expanded it to include partnering

“As president of a smaller Credit Union ($80m in assets), I can identify with those who may think twice about hiring a consultant for fear of the cost and uncertainty of utilizing a third party to work through complex decisions like the terms of vendor service agreements or planning for technology projects,” said Worcester Credit Union President/CEO Karen Duffy. “However, having worked with Adam Denbo and Samaha & Associates I would encourage credit unions of all sizes to utilize their